Larry Korchan
Compliance Manager
- Role
- President at Sparrow Partners
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
About Larry Korchan
Accomplished Senior Executive, Entrepreneur, Consultant, Disruptor with comprehensive…
Experience
President
Jul 2021 — Present
Offer strategic consulting and business process management solutions to the wealth management industry.• Deliver actionable projects in a busy business environment.• Develop Minimally Viable Product (MVP) solutions to meet market opportunity.• Focus on efficiency and cost reduction.• Create client first impact to exceed expectations and drive further client engagement.
Skills
- Retirement Planning
- Asset Managment
- Health Education
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Advisory
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Alternative Investments
- Insurance
- Financial Planners
- Securities
- Estate Planning
- Wealth Management
- Financial Analysis
- Managerial Finance
- Process Improvement
- Equities
- Health Coaching
- Investments
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